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Politics : Formerly About Applied Materials

AMAT 235.24

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To: Gottfried who wrote (45378)	4/11/2001 10:16:33 PM
From: Shoibal Datta	Read Replies (1) of 70976

Lam looking for orders to be up for the June Q G, or anyone who heard the call, did Bagley expand on orders being up for the June quarter? I am looking at a Bloomberg report that quotes him as saying ""It's beyond my ability to fathom that the bottom is deeper than where we are right now,'' Bagley said." While certainly reassuring, this seems more like touchy-feely optimism (a la JJ/SSB) rather than conviction. It is going to be really interesting to see the outcome of the building JJ/Niles contest. -SD

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